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I added to this morning too, IMHO the drop was way overdone

Forgot to add also this relevant article

https://www.reuters.com/business/oracle-buy-40-billion-nvidia-chips-openais-us-data-center-ft-reports-2025-05-23/

A massive, $500 billion initiative involving OpenAI, Oracle, and SoftBank to build an extensive network of advanced AI data centers, with its first flagship campus located in Abilene, Texas. This Abilene complex is the first to come online, housing the foundational compute for the project, which aims to significantly expand U.S. AI capabilities and create numerous jobs.

Oracle also plan to purchase 400000 Nvidia GB200 chips valued at 40 billions dollar to power the Abilene site and related infrastructure.

NVIDIA is a leading technology company based in Austin, TX, specializing in artificial intelligence computing.

In April 20025 Governor Greg Abbott congratulated NVIDIA on the announced construction of two supercomputer manufacturing facilities in Texas, in partnership with Foxconn in Houston and with Wistron in Dallas.

Abilene Texas is only 2.5 hours from Dallas Fort Worth. Is not Dallas Fort Worth the area where we are building the recycling facility in the USA ? A lot of things seems to happen in that neck of the woods.....

https://openai.com/index/five-new-stargate-sites/

GLR1990

see extract from RNS "Whilst drilling operations have been underway at Wallal, work to refine the exploration strategy at the Company's Selta project in the Northern Territory has been developed, initial exploration will focus on Selta's gold potential. The Company expects to provide a more detailed plan for exploration at Selta later this month."

Disappointing news, but fall in share price way overdone !

I will keep buying at this basement price

The anomaly has still the same potential of before, further drilling is being planned.

M.McNulty,

I truly enjoy reading your posts !

Similar to what is happening with FDR nearby too

Great piece of news !

Totally agree, bought some at this price

Sorry try this link

https://www.reuters.com/world/india/trump-imposes-extra-25-tariff-indian-goods-ties-hit-new-low-2025-08-06/

Https://www.reuters.com/world

Https://www.reuters.com/markets/asia/china-rare-earth-exports-slid-july-after-hitting-peak-prior-month-2025-08-07/

Peter, I am not wishing you good luck as would go against my interests 😊. Thanks for you reply

Peter, I have a question for you as I have never shorted a share before. I read that for shorting a share liquidity is very important. Illiquid stocks are more prone to sharp price spikes if other short sellers rush to cover at the same time. This morning for example I could not buy a share for the first 5 minutes. Is it not too risky to short MKA simply for the reason I mentioned?

Use this calm time to buy. This morning I could not buy anything at the opening of the market

Currently priced at 652500 Chinese Y per Tonne which means around $90.6 US Dollar per kg and we know that the US DoD minimum price guarantee = $ 110 USD per kg . This implies $19.4 USD/kg premium i.e a percentage premium of 21% higher than current Neodymium price

Over the past month Neodymium's price has risen 17.65% and is up 42% compared to the same time last year.

Great piece of news !

Esduk, once again many thanks !

Esduk,

Many thanks for your kind reply as usual !

I hope you bear with me, I have a related question

If the warrants have been cleared should they also be shown in the LSE web page under share in issue currently shown as 327.05m instead of 332, 742,907 as per RNS ?